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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,990 | $50,958+88.4% | $74,552+28.8% | $64,181+49.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.86% | -1.86%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $6,620 | $1,115+493.5% | $1,961+237.6% | $2,381+178.0% |
| Participant deferral / active EE | $3,224 | $2,301+40.1% | $3,108+3.7% | $3,470-7.1% |
| Admin fee / account holder | $1,461 | $4,223-65.4% | $5,060-71.1% | $4,887-70.1% |